Appleton Partners’s Charles Schwab SCHW Stock Holding History

Appleton Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$1.88M	Sell
2022 Q3	$1.78M	Sell
2022 Q2	$1.75M	Sell
2022 Q1	$2.41M	Sell
2021 Q4	$2.65M	Sell
2021 Q3	$2.41M	Sell
2021 Q2	$2.5M	Sell
2021 Q1	$2.31M	Sell
2020 Q4	$2.13M	Sell
2020 Q3	$1.56M	Sell
2020 Q2	$1.56M	Sell
2020 Q1	$1.64M	Sell
2019 Q4	$2.52M	Sell
2019 Q3	$2.94M	Sell
2019 Q2	$2.92M	Buy
2019 Q1	$2.9M	Buy
2018 Q4	$2.31M	Buy
2018 Q3	$2.14M	Buy
2018 Q2	$1.51M	Buy